Programming options into template or using change sets?

Clause9 Q&A
1

We recently received the following question from a user and wanted to share our answer with the rest of the ClauseBase Community:

If I want to give a user a choice of clauses (let’s say a long dispute resolution provision versus a short one), in the ContractExpress way of doing things (where questionnaire and template are pretty closely linked), I would program that choice into the template. With ClauseBase, though, is it better to do that or to handle via Changes?

2

Both options are valid but programming the different options into the template itself will make the template more manageable if you already know you are making a questionnaire.

For example, programming the options into the template allows users to choose the options on the left-hand side of the screen in the list of questions. Using change sets, means users can make the necessary changes with icons on the right-hand side of the screen (see screenshot below).

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